Portfolio Management Services (PMS)Compare Schemes
Phillip Income Builder Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Phillip Income Builder Portfolio
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
4.29%
6 Months
5.10%
2.17%
1 Year
10.73%
7.07%
3 Years
13.62%
15.12%
5 Years
—
—
Since Inception
13.76%
19.80%
Fund Age
3 yrs
7 yrs 3 mo
AUM
₹261.91 Cr
₹7.19 Cr
Alpha – 1 Year
5.53%
7.50%
Alpha – 3 Years
6.73%
6.56%
Information Ratio – 3 Years
2.55
1.22
Volatility – 1 Year
1.39%
19.38%
Volatility – 3 Years
1.55%
16.31%
Beta – 1 Year
0.39
1.18
Beta – 3 Years
0.13
1.13
Sharpe Ratio – 1 Year
3.51
0.17
Sharpe Ratio – 3 Years
4.91
0.62
Worst Rolling Year
13.63%
14.31%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
—
−17.66%
Recovery Period
—
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.72%
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –